Jeff Yass’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Jeff Yass’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-338,371	Closed	-$12.1M	–	13474
2026 Q1	$12.1M	Buy	338,371 +285,541	+540%	+$10.5M	﹤0.01%	2832
2025 Q4	$1.88M	Buy	+52,830	New	+$1.86M	﹤0.01%	5789
2025 Q3	–	Sell	-695,783	Closed	-$23.4M	–	12525
2025 Q2	$23.4M	Buy	+695,783	New	+$22.1M	﹤0.01%	1841
2024 Q4	–	Sell	-36,868	Closed	-$1.13M	–	12274
2024 Q3	$1.13M	Buy	+36,868	New	+$1.09M	﹤0.01%	6497

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's CGDG Position: Q2 2026 in Review

Jeff Yass sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2026, closing a stake of 338,371 shares — an estimated $12.1M sold.

Jeff Yass first reported a position in CGDG in Q3 2024 and held it in 4 quarters. The position peaked at $23.4M in Q2 2025. 279 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Jeff Yass reported no remaining Capital Group Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 338,371 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $12.1M.
Jeff Yass first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and held it in 4 quarters.
Jeff Yass's Capital Group Dividend Growers ETF position peaked at $23.4M in Q2 2025.
279 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.